The Program will automatically send you the following communications:

  • Plan totals report (quarterly and annually)
  • Monthly loan report (if the plan contains outstanding loans)
  • Summary plan description (SPD)
  • Summary of material modifications (SMM)
  • Summary annual report (SAR)
  • 408(b)(2) Service Provider Disclosure
  • IRS opinion letter on the form of master prototype Program plan you have selected
  • Master trust agreement
  • Program Investment Policy Statement
  • Annual Program Report

Plan Totals ReportAs Plan Administrator, you will receive quarterly statements and an annual summary detailing plan activity and totals for the quarter and plan year (the fourth quarter statement is the annual summary).

Provided on Request

Upon request, the Program will send you the following:

  • Forfeiture allocations
  • Employer contribution calculation

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